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iShares National Muni Bond ETF

1,173 hedge funds and large institutions have $19.8B invested in iShares National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 514 increasing their positions, 270 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 52

90% more repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 270

27% more funds holding in top 10

Funds holding in top 10: 7190 (+19)

15% more funds holding

Funds holding: 1,0181,173 (+155)

11% more capital invested

Capital invested by funds: $17.9B → $19.8B (+$1.94B)

2.41% more ownership

Funds ownership: 75.99%78.4% (+2.4%)

30% less call options, than puts

Call options by funds: $2.89M | Put options by funds: $4.15M

Holders
1,173
Holders Change
+155
Holders Change %
+15.23%
% of All Funds
18.05%
Holding in Top 10
90
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.76%
% of All Funds
1.39%
New
225
Increased
514
Reduced
270
Closed
52
Calls
$2.89M
Puts
$4.15M
Net Calls
-$1.26M
Net Calls Change
-$468K
Name Holding Trade Value Shares
Change
Change in
Stake
GT
751
Glenview Trust
Kentucky
$656K
PCA
752
Personal Capital Advisors
California
$654K +$223K +1,923 +48%
MAM
753
Madison Asset Management
Wisconsin
$651K +$650K +5,597 New
CHAM
754
Clear Harbor Asset Management
Connecticut
$648K -$13.9K -120 -2%
SIC
755
Sigma Investment Counselors
Michigan
$645K +$305K +2,630 +90%
RFA
756
Reilly Financial Advisors
California
$643K +$99.5K +857 +18%
FWM
757
FSA Wealth Management
Massachusetts
$642K -$1.86K -16 -0.3%
FAM
758
Flaharty Asset Management
Florida
$641K
CFB
759
Cullen/Frost Bankers
Texas
$640K
GFS
760
GYL Financial Synergies
Connecticut
$640K +$639K +5,500 New
HCM
761
Harvey Capital Management
Florida
$639K
HPWM
762
Highland Private Wealth Management
Washington
$639K +$66.2K +570 +12%
WC
763
Whitney & Co
New York
$634K +$257K +2,213 +68%
MA
764
MONECO Advisors
Connecticut
$632K -$232K -2,001 -27%
FCA
765
FLC Capital Advisors
California
$623K
BAG
766
Briggs Advisory Group
Rhode Island
$620K +$619K +5,335 New
SW
767
SVB Wealth
Massachusetts
$615K -$26.5K -228 -4%
LIG
768
Lokken Investment Group
Delaware
$614K +$129K +1,107 +27%
HTC
769
Haverford Trust Company
Pennsylvania
$609K
TIAM2
770
Tru Independence Asset Management 2
Oregon
$607K +$97.3K +838 +19%
WI
771
Wintrust Investments
Illinois
$604K +$1.51K +13 +0.3%
ACM
772
Antonetti Capital Management
Florida
$600K +$284K +2,450 +90%
GA
773
Greenspring Advisors
Maryland
$600K +$599K +5,158 New
ATC
774
Argent Trust Co
Tennessee
$599K +$28K +241 +5%
NOI
775
Newton One Investments
Delaware
$599K +$54.6K +470 +10%

MUB Hedge Fund Activity: Q4 2021 in Review

1,173 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q4 2021, worth a combined $19.8B — up 11% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 225 funds opened new MUB positions and 52 closed out — a net gain of 173 holders — while 514 added to existing stakes and 270 trimmed.

The largest buyer was Jane Street, adding an estimated $187M. The largest seller was Barclays, exiting entirely with an estimated $57.2M sold.

  • 1,173 institutional investors held iShares National Muni Bond ETF (MUB) as of Q4 2021, up from 1,018 in Q3 2021.
  • Funds reported $19.8B of iShares National Muni Bond ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 225 funds opened new iShares National Muni Bond ETF positions in Q4 2021 and 52 closed out, a net change of +173 holders.
  • The largest iShares National Muni Bond ETF buyer in Q4 2021 was Jane Street, an estimated $187M added.
  • The largest iShares National Muni Bond ETF seller in Q4 2021 was Barclays, an estimated $57.2M sold.

Based on aggregated 13F filings for Q4 2021.